Complex large case? Meet our Tax and Estate Planning expert.

Ask our Experts Episode 4

At Equitable, we understand that complex large cases require expert handling. Our team is here to help guide you through every step of the process.

Today, we are thrilled to share the fourth episode of Ask our Experts. Watch episode 4 featuring Bryan McNulty, Head of Tax and Estate Planning.

Bryan talks about:
• How his past experiences serve him in his role at Equitable.
• The importance of policy ownership.
• Equitable’s mutual status and our focus on life insurance.

Learn more:
Visit our large case markets webpage to learn more about our team of dedicated experts. 

Do you have a large case opportunity? Talk to your wholesaler to learn more. 



Don’t miss the favourites! Watch our most viewed Ask our Experts episodes here: